Estate planning is an ongoing process because financial situations change, people come and go out of our lives and laws can change. Reviewing your documents and any changes in assets is important. Cars and properties must be titled in the trust, or else these things may go to probate. Do you know about HIPAA? The law has changed and your documents may need to be updated. The problem is that the new law does not allow your loved ones to get your medical information if you are incapacitated. Call us for a free trust review to see if you need these vital changes.
Updating your documents
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You may need to update your Living TrustYou may need to update your Living Trust
1) Have your circumstances changed? 2) Have you made the necessary changes required by the HIPAA privacy statute? 3) Have you considered adding provisions to make your living trust better?
Phone and Video AppointmentsPhone and Video Appointments
Kristen is able to do all work over the phone and email or through a zoom meeting. If you would prefer to meet in person, her offices are located in
Have you updated your Trust since 2004?Have you updated your Trust since 2004?
DOES THE NAME TERRI SCHIAVO RING A BELL? All of us watched the unfortunate events on the news BACK THEN involving one family’s struggle with the right to die with dignity.